Voice — Module Overview

Voice — Module Overview

The Voice module lets your team place and receive AI-powered phone calls. Voice agents can qualify leads, run outbound campaigns, handle inbound support, and feed every transcript back into the CRM.

Where everything lives

• /voice — dashboard with call metrics (volume, pickups, talk time, connect rate), recent calls, and quick actions
• /voice/agents — create and configure voice agents (prompt, voice, language, tools)
• /voice/calls — full call history with transcripts, recordings, sentiment, and outcomes
• /voice/phones — Twilio number provisioning and management
• /voice/dialer — bulk outbound dialing
• /voice/campaigns — multi-step campaign workflows
• /voice/knowledge-base — documents and snippets agents can reference mid-call
• /voice/tools — tools agents can call (transfer, send-SMS, book-meeting, etc.)

The basic flow

1. Connect a phone number (Twilio account + phone purchase)
2. Create an agent and pick a voice
3. Place a test outbound call from the dialer, or assign the number to receive inbound calls
4. Review the transcript in /voice/calls

Voice credits are deducted per call based on duration and provider. Check Settings > Billing for current usage.